9 0 UG:Member Workflow Inbox

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[edit] Workflow Inbox

A workflow is an automation of a process in whole or part during which documents, information or tasks are passed from one participant to another for action, according to a set of procedural rules.

[edit] What do we find in a Workflow Inbox?

Specific envelopes or Items being sent through the workflow, enter this workflow inbox when the user is responsible for the specific task.

[edit] Adding Documents to a Workflow

To apply a document to a Workflow, it is necessary to first access the Document module. The document in the document vault is now added to the workflow, which passes through the transporting process in the form of steps in the workflow.

If a document is assigned to a Workflow, then the document is automatically sent to the person, role or group identified in the first step. Once that participant completes the step, the envelope is delivered to the next person, role or group in the workflow. This process continues until the workflow is complete.

[edit] Identifying documents with a workflow

When documents are managed by a workflow, the application indicates these documents with a symbol at the right in the document vault.

[edit] Adding Forms to a Workflow

To apply a Form to a Workflow, it is necessary to first access the Forms module. The selected form is now added to the workflow, which passes through the transporting process in the form of steps in the workflow.

Only specific participants who have the necessary permissions can assign a form to a Workflow. This is usually done in the Forms designer module. The process is very similar to assigning a document to a Workflow.

A Form can be assigned to only a single workflow.

For more information on adding forms to a Workflow, refer Assign Forms to a Workflow

[edit] What is a Workflow Envelope?

An envelope is a cover for a Workflow. The specific envelope or steps being sent through the workflow enters that user's or group of user's workflow inbox. Once the step or task is completed, the application ensures that the user responsible for the next step is notified and receives the envelope in their workflow inbox.

[edit] More Help

[edit] Project.net User Guide

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